Stearns Financial Services Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stearns Financial Services Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$125K	Hold	2,160	–	–	0.02%	151
2020 Q2	$112K	Sell	2,160 -5,592	-72%	-$268K	0.02%	141
2020 Q1	$320K	Buy	7,752 +5,180	+201%	+$245K	0.06%	104
2019 Q4	$125K	Buy	2,572 +412	+19%	+$19.1K	0.02%	145
2019 Q3	$97K	Hold	2,160	–	–	0.02%	140
2019 Q2	$97K	Hold	2,160	–	–	0.02%	138
2019 Q1	$93K	Hold	2,160	–	–	0.02%	141
2018 Q4	$81K	Hold	2,160	–	–	0.02%	140
2018 Q3	$96K	Buy	+2,160	New	+$92.8K	0.02%	138

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Stearns Financial Services Group's IVW Position: Q3 2020 in Review

Stearns Financial Services Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2020 at 2,160 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #151.

Stearns Financial Services Group first reported a position in IVW in Q3 2018 and has held it in 9 quarters since. The position peaked at $320K in Q1 2020. 1,007 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Stearns Financial Services Group held 2,160 shares of iShares S&P 500 Growth ETF worth $125K as of Q3 2020.
Stearns Financial Services Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2020.
iShares S&P 500 Growth ETF made up 0.02% of Stearns Financial Services Group's portfolio in Q3 2020, its #151 holding.
Stearns Financial Services Group first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 9 quarters since.
Stearns Financial Services Group's iShares S&P 500 Growth ETF position peaked at $320K in Q1 2020.
1,007 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.